Group 1 - Jiangsu Province's natural resources department is conducting a gold mine survey project in the Lunshan area, which is part of the 2024 geological exploration funding project [1] - Out of six completed drill holes, four have encountered industrial or low-grade gold ore bodies, with thicknesses ranging from 3 to 5 meters and the highest grade reaching 7 grams per ton [1] - The survey is expected to add over 5 tons of gold metal resources and identify a medium-sized mineral site in the region [1] Group 2 - International gold prices have fluctuated significantly, with a recent drop due to profit-taking after the Federal Reserve's 25 basis point rate cut, but prices rebounded to above $3700 per ounce [3] - The latest surge in gold prices began on August 20, driven by factors such as expectations of Fed rate cuts, a weaker dollar, increased global central bank gold purchases, and heightened geopolitical uncertainties [5] - Goldman Sachs predicts that gold could reach $4000 per ounce within the next 12 months, citing a long-term trend of global investors seeking diversification [5]

多重因素推升金价 特朗普政府的减税与关税政策，加之对美联储独立性的挑战，削弱了美元与美债的吸引力，推动资金加 速流入黄金。马拉松资源顾问公司投资组合经理罗伯特·马林（Robert Mullin）表示："黄金在数百甚至 上千年的历史中，一直扮演着对冲通胀和货币贬值的独特角色。" 世界银行前首席经济学家卡门·莱因哈特（Carmen Reinhart）也认为，黄金上涨不仅反映通胀担忧，还 折射出全球经济与地缘政治的不确定性。"黄金在上世纪七八十年代已被视为有效的对冲工具，如今这 种作用再次被强化。" 9月12日，现货黄金一度升至3674.27美元/盎司，创下新的历史纪录，并首次突破1980年1月21日创下的 850美元/盎司峰值（按通胀调整约为3590美元）。本月以来金价累计上涨约5%，今年以来涨幅已接近 40%。市场普遍认为，这一突破再次凸显黄金在持续的宏观不确定性中作为避险资产的地位。 在美国经济数据公布前，金价曾一度下跌多达0.6%。随着数据出炉，价格迅速扭转跌势并刷新高位。 独立金属交易员黄泰（Tai Wong）评论称："上周初请失业金人数大幅攀升至26.3万，创三年来新高， 而核心CPI环比增幅仍维持在0 ...